Rick Lima Email & Phone Number

Founding Partner, Wealth Partners Alliance @ Wealth Partners Alliance

5 free lookup(s).

Rick Lima Location

Texas, United States

Rick Lima Work

2019 - now Founding Partner, Wealth Partners Alliance @ Wealth Partners Alliance
2011 - 2019 Vice President-Wealth Management @ UBS Group AG
View Department
2007 - 2011 Portfolio Manager @ Morgan Stanley
View Department

Rick Lima Education

The University of Dallas
MBA (Corporate Finance)
2000 - 2002
Southern Methodist University
BS (Economics)
1990 - 1994
Escuela Americana
1989 - 1990

Catholic High School
1986 - 1989

see less

Rick Lima Skills

Portfolio Management
Wealth Management
Strategic Partnerships

Investment Advisory
Investment Advisory Services
Retirement Planning
Securities
Mutual Funds
High Net Worth Individuals
Investment Management

see less

Rick Lima Summary

Rick Lima, based in Texas, United States, is currently a Founding Partner, Wealth Partners Alliance at Wealth Partners Alliance. Rick Lima brings experience from previous roles at UBS and Morgan Stanley. Rick Lima holds a 2000 - 2002 MBA in Corporate Finance @ The University of Dallas. With a robust skill set that includes Portfolio Management, Wealth Management, Strategic Partnerships, Investment Advisory, Investment Advisory Services and more. Rick Lima has 2 emails and 1 mobile phone numbers on RocketReach.

Rick Lima Emails

Found 2 emails

Rick Lima Phone Numbers

Found 2 phone numbers

5 free lookup(s).

Redirecting you to the search page.

If you're not automatically redirected, please click here

Looking for a different Rick Lima?

Find contact details for 700 million professionals.

Search

Others Named Rick Lima

Rick Lima

Vice President - Technical Delivery Lead at Bank of America

Texas, United States
1
- msn.com
1
- +1 214-394-XXXX
Rick Lima

Network Performance Engineer at Verizon

West Nyack, NY, US
2
- verizon.com
- verizonwireless.com
1
- +1 908-472-XXXX
Rick Lima

Transportation Manager at Rhode Island Energy

Warwick, RI, US
1
- rienergy.com
1
- +1 401-206-XXXX
Rick Lima

Subcontract Manager at Babcock International Group

Auckland, NZ
1
- babcockinternational.com

View Similar Profiles

Top Wealth Partners Alliance Employees

David McBee

Managing Partner at Wealth Partners Alliance

Texas, United States
2
- wealthpartnersalliance.com
- gmail.com
5
- +1 972-341-XXXX
- +1 214-566-XXXX
- +1 830-885-XXXX
- +1 314-875-XXXX
- +1 972-331-XXXX
David Silva

Partner at Wealth Partners Alliance

Texas, United States
3
- gmail.com
- wealthpartnersalliance.com
- sbcglobal.net
5+
- +1 214-349-XXXX
- +1 214-499-XXXX
- +1 254-702-XXXX
- +1 956-587-XXXX
- +1 214-417-XXXX
- +1 214-215-XXXX
John Garcia

Partner, Wealth Partners Alliance | Wealth Advisor at Wealth Partners Alliance

Dallas, TX, US
1
- wealthpartnersalliance.com
2
- +1 314-822-XXXX
- +1 214-536-XXXX
Brittany Smith

Managing Partner at Wealth Partners Alliance

Texas, United States
1
- gmail.com
3
- +1 214-450-XXXX
- +1 972-331-XXXX
- +1 325-660-XXXX
Jerome Caulk

Wealth Advisor at Wealth Partners Alliance

United States
1
- wealthpartnersalliance.com
5
- +1 214-215-XXXX
- +1 972-754-XXXX
- +1 214-676-XXXX
- +1 972-491-XXXX
- +1 972-244-XXXX
Jennifer Gaskin

Director - Operations and Practice Management, WPA and Branch Associate, RJFS at Wealth Partners Alliance

Birmingham, AL, US
1
- gmail.com
2
- +1 256-683-XXXX
- +1 314-494-XXXX
Patricia Peterson

Wealth Advisor at Wealth Partners Alliance

United States
2
- gmail.com
- wealthpartnersalliance.com
4
- +1 314-374-XXXX
- +1 602-418-XXXX
- +1 281-217-XXXX
- +1 832-289-XXXX
Courtney Tate

Associate, Operations at Wealth Partners Alliance

Dallas, TX, US
2
- gmail.com
- wealthpartnersalliance.com

View Similar Profiles

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.